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VFFIX vs. VSBSX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VFFIX vs. VSBSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Victory INCORE Fund for Income Class I (VFFIX) and Vanguard Short-Term Treasury Index Fund Admiral Shares (VSBSX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, VFFIX achieves a 0.36% return, which is significantly lower than VSBSX's 0.40% return. Over the past 10 years, VFFIX has underperformed VSBSX with an annualized return of 1.39%, while VSBSX has yielded a comparatively higher 1.71% annualized return.


VFFIX

1D
-0.15%
1M
0.11%
YTD
0.36%
6M
0.51%
1Y
3.05%
3Y*
3.98%
5Y*
1.39%
10Y*
1.39%

VSBSX

1D
-0.05%
1M
0.11%
YTD
0.40%
6M
0.56%
1Y
2.93%
3Y*
4.30%
5Y*
1.87%
10Y*
1.71%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VFFIX vs. VSBSX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VFFIX
Victory INCORE Fund for Income Class I
0.36%4.51%4.48%4.14%-5.23%-1.60%3.05%4.14%1.24%0.67%
VSBSX
Vanguard Short-Term Treasury Index Fund Admiral Shares
0.40%5.08%4.39%4.23%-3.87%-0.69%3.09%3.51%1.52%0.35%

Correlation

The correlation between VFFIX and VSBSX is 0.78, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.78

Correlation (3Y)
Calculated over the trailing 3-year period

0.74

Correlation (5Y)
Calculated over the trailing 5-year period

0.77

Correlation (10Y)
Calculated over the trailing 10-year period

0.70

Correlation (All Time)
Calculated using the full available price history since Mar 1, 2011

0.67

The correlation between VFFIX and VSBSX shifts across timeframes, from 0.67 (all time) to 0.78 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

VFFIX vs. VSBSX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VFFIX
VFFIX Risk / Return Rank: 6262
Overall Rank
VFFIX Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
VFFIX Sortino Ratio Rank: 5454
Sortino Ratio Rank
VFFIX Omega Ratio Rank: 7272
Omega Ratio Rank
VFFIX Calmar Ratio Rank: 7474
Calmar Ratio Rank
VFFIX Martin Ratio Rank: 6767
Martin Ratio Rank

VSBSX
VSBSX Risk / Return Rank: 8282
Overall Rank
VSBSX Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
VSBSX Sortino Ratio Rank: 8484
Sortino Ratio Rank
VSBSX Omega Ratio Rank: 8181
Omega Ratio Rank
VSBSX Calmar Ratio Rank: 8383
Calmar Ratio Rank
VSBSX Martin Ratio Rank: 8484
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VFFIX vs. VSBSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Victory INCORE Fund for Income Class I (VFFIX) and Vanguard Short-Term Treasury Index Fund Admiral Shares (VSBSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


VFFIXVSBSXDifference
Sharpe ratioReturn per unit of total volatility

-0.51

Sortino ratioReturn per unit of downside risk

-0.85

Omega ratioGain probability vs. loss probability

1.43

1.49

-0.06

Calmar ratioReturn relative to maximum drawdown

3.20

3.65

-0.45

Martin ratioReturn relative to average drawdown

12.20

14.52

-2.32

VFFIX vs. VSBSX - Sharpe Ratio Comparison

The current VFFIX Sharpe Ratio is 1.83, which is comparable to the VSBSX Sharpe Ratio of 2.34. The chart below compares the historical Sharpe Ratios of VFFIX and VSBSX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

VFFIX vs. VSBSX - Drawdown Comparison

The maximum VFFIX drawdown since its inception was -8.60%, which is greater than VSBSX's maximum drawdown of -5.77%. Use the drawdown chart below to compare losses from any high point for VFFIX and VSBSX.


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Drawdown Indicators


VFFIXVSBSXDifference

Max Drawdown

Largest peak-to-trough decline

-8.60%

-5.77%

-2.83%

Max Drawdown (1Y)

Largest decline over 1 year

-1.00%

-0.84%

-0.16%

Max Drawdown (3Y)

Largest decline over 3 years

-1.02%

-0.84%

-0.18%

Max Drawdown (5Y)

Largest decline over 5 years

-8.01%

-5.77%

-2.24%

Max Drawdown (10Y)

Largest decline over 10 years

-8.60%

-5.77%

-2.83%

Current Drawdown

Current decline from peak

-0.47%

-0.32%

-0.15%

Average Drawdown

Average peak-to-trough decline

-1.45%

-0.59%

-0.86%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.26%

0.21%

+0.05%

Volatility

VFFIX vs. VSBSX - Volatility Comparison

Victory INCORE Fund for Income Class I (VFFIX) and Vanguard Short-Term Treasury Index Fund Admiral Shares (VSBSX) have volatilities of 0.49% and 0.48%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VFFIXVSBSXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.49%

0.48%

+0.01%

Volatility (6M)

Calculated over the trailing 6-month period

1.31%

0.94%

+0.37%

Volatility (1Y)

Calculated over the trailing 1-year period

1.76%

1.31%

+0.45%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.53%

1.96%

+0.57%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.25%

1.54%

+0.71%

VFFIX vs. VSBSX - Expense Ratio Comparison

VFFIX has a 0.64% expense ratio, which is higher than VSBSX's 0.07% expense ratio.


Dividends

VFFIX vs. VSBSX - Dividend Comparison

VFFIX's dividend yield for the trailing twelve months is around 5.16%, more than VSBSX's 3.85% yield.


PositionTTM20252024202320222021202020192018201720162015
VFFIX
Victory INCORE Fund for Income Class I
5.16%4.43%5.60%5.67%5.68%5.15%4.89%5.41%5.87%5.50%5.51%5.37%
VSBSX
Vanguard Short-Term Treasury Index Fund Admiral Shares
3.85%3.98%4.50%3.29%1.12%0.63%1.72%2.26%1.80%1.10%0.76%0.71%

Frequently Asked Questions


VFFIX and VSBSX have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VFFIX has higher volatility (0.49%) compared to VSBSX (0.48%). In terms of maximum drawdown, VFFIX dropped -8.60% vs VSBSX's -5.77%.

VSBSX currently has the higher Sharpe Ratio (2.34 vs 1.83), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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